Freitag, 16. Dezember 2016

Donnerstag, 15. Dezember 2016

Nuklearenergie: Japan startet weiteren Atomreaktor - Uranpreis zieht an

Hierzu ein aktueller Beitrag von Fission Uranium's (T.FCU) CEO Dev Randhawa:

The Pace of Japanese Restarts

Just about every month we get positive news coming out of China regarding their nuclear sector – completed reactors coming online, new construction beginning. In the same way that we’ve become used to the world’s second-largest economy powering ahead with its reactor construction boom, we’ve also become used to Japan hemorrhaging money and pumping out fossil fuel emissions with so many of its reactors still offline.

It was therefore a pleasure to read, a few days ago, that Japan’s Kyushu Electric Power Co. had restarted a nuclear reactor in the Kagoshima prefecture after the governor, who is opposed to nuclear power, admitted to the prefectural assembly that he had no legal power to prevent the restart..


Nach FED-Entscheidung: Chaos am Devisen- und Anleihe-Markt

Der Yen und Euro befinden sich zum US-Dollar nach der FED-Entscheidung im freien Fall. Hierzu ein aktueller Bericht auf Zerohedge:

Dollar Surges, Yields Soar, Euro Tumbles To 13 Year Low As Markets React To Hawkish Fed

This morning the world awakes to a landscape in which markets are frantically rushing to catch up to a suddenly hawkish Fed which not only hiked for the second time in a decade but, as per yesterday's Fed statement and Yellen press conference, realized it has been behind the curve all along, and the result has been a spike in the dollar across virtually all currency pairs with the USDJPY surging above 118.40, coupled with a jump in bond yields around the globe as bond (the US 10 Year is trading at 2.64%, the highest since September 2014) as traders dump any hint of duration..

Mittwoch, 14. Dezember 2016

Interview mit Fondsmanager und Branchenexperte Warren Irwin über die großen Chancen Uran-Markt

Spannende Einblicke vom versierten Portfolio-Manager Warren Irwin bei Rosseau Asset Management - credit to Palisade Radio:


Warren Irwin: A Rip-Your-Face-Off Uranium Rally Begins!


There’s been a lot of action in uranium the last few months- especially post US elections. Trump and team are positive on uranium, and the US is the biggest consumer of uranium in the world. Uranium Participation Corp- a proxy for the spot price of uranium, began trading at a premium just two weeks ago, which typically happens when bullish sentiment enters the market. On December 6th, we put out a call that the stocks had bottomed. Spot uranium has since moved up for the first time in several months

Gold: Indische Importe ziehen wieder kräftig an

Die indischen Gold-Importe markieren im Zuge des Chaos um die kontroverse Währungsreform im November ein neues Jahreshoch. Zwar liegt das totale Import-Volumen in 2016 weit unter dem Vorjahresniveau, doch die physische Nachfrage der traditionellen Goldnation bleibt solide.


Sonntag, 11. Dezember 2016

Dow Jones, S&P 500, Nasdaq 100: Abschluss des 8. Bullenmarkt-Jahres in Reichweite

Im alternden Bullenmarkt in den USA wird die Luft zunehmend dünn. Werfen Sie einen Blick auf die totalen Renditen der amerikanischen Leitindizes von 2009-2016 - credit to Pension Partners:

Rohstoff- und Minenbranche: Der Wochenrückblick von Haywood

Werfen Sie einen Blick in den informativen Wochenrückblick von Haywood:

The Weekly Dig - December 9, 2016
Iron Ore Prices Continue to Surge


The iron ore rally continued this week, with the price of 62% iron fines reaching passing the $80 per tonne level for the second time in 3 weeks after briefly passing the $80 level in mid-November. Rebar prices have also soared, rising from $340 per tonne in mid-October to $480 per tonne on Friday. The rally has been largely attributed to strong infrastructure investment in China, as well as the country’s slowdown in supply growth, following Beijing’s decision to close 100 – 150 million tonnes of steel capacity through the end of the decade to increase profitability of remaining producers and tackle pollution. 

The election victory by Donald Trump also provided further momentum after the President-elect highlighted increased infrastructure spend in the U.S. as a key component of his election campaign. Equity indices have also risen significantly, with both the Dow Jones Industrial Average and S&P 500 Index reaching historic highs; the Dow broke through the 19,500 level (after passing the 19,000 level on November 23). The surge in base metals was a little more subdued this week; copper, lead and zinc rose 1%, 2.3% and 1.6% respectively, while nickel was unchanged for the. 

Meanwhile, the price of gold fell below the $1,160 level on Friday for the first time since February, with investors preparing for the Federal Reserve’s rate decision next week where a rate rise is assumed to be almost a certainty. Silver (up 1%), platinum (down 1.6%) and palladium (down 1.3%) also fell, finishing at $16.82, $913 and $733 per ounce respectively. WTI Crude prices pulled back this week after its 10% last week, finishing at $51 per barrel, while the UxC weekly spot price for uranium rose slightly to finish at $18.44 per pound.